Offer summary

Qualifications:

Bachelor's degree or higher in Accounting, Tax, or related field., CPA eligible or EA eligible., At least 2 years of experience in public accounting or equivalent., Thorough knowledge of tax laws..

Key responsibilities:

Prepare various types of tax returns including 1040, 1041, 1120, 1120S, and 1065.

Provide tax-related services to clients such as property tax, extensions, and notices.

Research to respond to client questions and ensure accurate tax return preparation.

Assist in planning workflow and collaborate with team members to meet tax season goals.

Job description

Job Summary: You would be indirectly reporting to the Tax Advisors or Tax Analyst and would be responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization.

Essential Functions:

Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065).

Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.).

Research as needed to respond to client questions and prepare tax returns accurately.

Compare tax returns to tax projections prepared by inhouse Financial Planners.

Responsibilities and Duties:

Participate in planning of workflow to ensure completion of assigned returns.

Prepare partnership, corporate, individual and personal property tax returns.

Client contact as needed to facilitate completion of tax issues.

Internal contact as needed between various departments to facilitate completion of tax issues.

Documentation of records and work papers to firms electronic file cabinet to ensure accurate, organized record keeping.

Assist fellow department members in order for the department to complete annual tax season goal.

Daily use of multiple software programs for organization of workpapers, tax returns and workflow management.

Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment.

Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients.

Must Have:

Bachelors degree or higher in Accounting, Tax or related field.

CPA eligible or EA eligible required.

2+ year experience in public accounting or its equivalent.

Thorough knowledge of tax laws.

Strong communication, interpersonal and organizational skills.

Ability to use Microsoft Office Suite, including Excel.

Proficient in Adobe Acrobat.

ProSystem fx Tax (Axcess Tax), Engagement & BNA Income Tax Planner.

Nice to haves:

Masters degree in Accounting or related field.

Big four or large public accounting firm experience.